Get a demo
Get a demo

PURCHASE MANAGEMENT

Control your job costs and improve cash flow

Make sure all job costs are tracked, passed on to your client, and accurately forecasted for improved cash flow.

Manage all your project purchases

Estimate costs, create purchase orders, manage mark-ups and store all purchase information against each job for complete visibility.

  • Add purchases, third-party, freelancer and expense cost estimates, along with expected dates and payment terms, helping you forecast costs and manage your cash flow

  • Manage all your suppliers using the integrated CRM. Store pricing, payment terms, contracts and NDAs, and see all their purchase estimates, orders and invoices

  • Request pricing from multiple suppliers using the tender management module. Email branded POs straight to your supplier’s inbox once approved and consolidate POs for bulk purchases

  • Define mark-ups at a supplier or client level and adjust charge-out price where needed. Mark purchases as optional or non-chargeable if you'd like to exclude them from your quote

  • Set up user spending limits and purchase approval workflows to control spending

  • Convert freelancer timesheets into purchase orders/invoices and allocate time to a job or multiple jobs

"We do all our POs and supplier invoices through Synergist, so everything is in one place. Having everything in one place has also been transformational."

Image of Alexander Joseph
Alexander Joseph Finance Manager at TSC
Read their story

See these features in action

Get a demo

Simplify purchase reconciliation

Recover all your costs and drive accurate profit reporting.

  • Match and store purchase/supplier invoices against one or more POs. Purchase invoices can be posted straight into your accounting software, reducing duplication

  • Create cost reports to see all purchase orders, expenses and invoices in a specified date range by client, supplier or supply type

  • Create an accrual report for purchases which have been billed to your client, but not yet been billed by your supplier

  • Compare a job’s actual costs vs quoted and invoiced, plus see the profit value, percentage markup and margin, and investment (overspend). See totals by client, job handler, job/phase type or team

  • Schedule reports to be automatically emailed to your inbox or generated when an event occurs or data meets specific criteria

  • Customise reports using powerful filters and save your selected views for quick access

Agency guides

Keeping projects profitable

In theory, running a project profitably should be simple. You make more on a project than you spend. But as anyone in the agency world knows, things can be far from simple.

Here are the key areas you can focus on to keep each project profitable.

Read more